+1,770.3%
SMCI vs HD
+211.5%
+1,558.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +6.6% |
| 7D | +1.3% | -3.8% | +5.1% | +4.1% |
| 30D | +6.6% | -9.4% | +16.1% | +14.0% |
| 3M | +25.4% | -4.6% | +30.0% | +27.2% |
| 6M | +26.1% | -10.1% | +36.2% | +34.3% |
| YTD | +37.0% | -8.3% | +45.3% | +43.6% |
| 1Y | -8.8% | -25.0% | +16.3% | +9.5% |
| 3Y | +44.6% | +1.5% | +43.1% | +39.1% |
| 5Y | +995.9% | +5.6% | +990.4% | +907.7% |
| All | +1,770.3% | +211.5% | +1,558.9% | +774.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling